Native American Fund Advisors (NAFA) offers bond and equity portfolio management for tribal governments, foundations, corporations, trusts, pension and profit-sharing plans, and other tribal entities. NAFA also offers financial analysis on a consulting basis. NAFA has six specific investment strategies customized based on the client’s unique risk profile. NAFA seeks to minimize risk for a desired rate of return.
Assets Under Management$37M
Clients2
Advisors3
Avg. per Client$18M
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.63% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
This fee schedule applies to the Small Cap Value Strategy. The Short Term Bond Portfolio, Intermediate Bond Portfolio, and Blue Chip Strategy have a lower fee schedule. The Convertible Securities/High Yield Strategy and Midstream Energy Strategy have a fee schedule in between. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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